风电股午后涨幅扩大金风科技(02208)涨7.24% 机构看好板块业绩、海外订单、招标需求三重共振

金吾财讯

Jul 03

金吾财讯 | 港股风电股午后涨幅进一步扩大，截至发稿，金风科技(02208)涨7.24%，东方电气(01072)涨7.16%，新天绿色能源(00956)涨2.78%，大唐新能源(01798)涨2.46%，龙源电力(00916)涨2.39%，中国高速传动(00658)涨2.34%。消息面上，国金证券新近研究表示，风电板块长期需求逻辑依然通顺，看好下半年板块业绩、海外订单、招标需求三重维度共振。1)板块业绩：行业装机重回前低后高节奏，叠加原材料价格下降、风机高价订单交付占比提升，看好板块业绩Q3迎来拐点；2)海外订单：上半年欧洲海工订单低于预期的主要原因来自于业主的推进节奏问题，需求端逻辑依旧通顺，看好下半年订单放量；3)招标需求：1-5月表观较弱的招标需求更多的来自去年同期的高基数影响，从核准数据看1-5月国内各省项目核准规模仍然保持较好水平，看好下半年招标需求回暖。该机构称，结合细分市场需求景气度及盈利释放确定性，依次推荐：1)受益于欧洲海风建设高景气、出海业务升级的管桩环节以及具备潜在拿单机会的零部件、海缆环节；2)成本压力边际减弱，制造端盈利有望在下半年迎来确定性改善且当前估值极低的整机环节。

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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-03 13:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股风电股午后涨幅进一步扩大，截至发稿，<a href=\"https://laohu8.com/S/002202\">金风科技</a>(02208)涨7.24%，<a href=\"https://laohu8.com/S/600875\">东方电气</a>(01072)涨7.16%，<a href=\"https://laohu8.com/S/00956\">新天绿色能源</a>(00956)涨2.78%，<a href=\"https://laohu8.com/S/01798\">大唐新能源</a>(01798)涨2.46%，<a href=\"https://laohu8.com/S/001289\">龙源电力</a>(00916)涨2.39%，<a href=\"https://laohu8.com/S/00658\">中国高速传动</a>(00658)涨2.34%。消息面上，<a href=\"https://laohu8.com/S/600109\">国金证券</a>新近研究表示，风电板块长期需求逻辑依然通顺，看好下半年板块业绩、海外订单、招标需求三重维度共振。1)板块业绩：行业装机重回前低后高节奏，叠加原材料价格下降、风机高价订单交付占比提升，看好板块业绩Q3迎来拐点；2)海外订单：上半年欧洲海工订单低于预期的主要原因来自于业主的推进节奏问题，需求端逻辑依旧通顺，看好下半年订单放量；3)招标需求：1-5月表观较弱的招标需求更多的来自去年同期的高基数影响，从核准数据看1-5月国内各省项目核准规模仍然保持较好水平，看好下半年招标需求回暖。该机构称，结合细分市场需求景气度及盈利释放确定性，依次推荐：1)受益于欧洲海风建设高景气、出海业务升级的管桩环节以及具备潜在拿单机会的零部件、海缆环节；2)成本压力边际减弱，制造端盈利有望在下半年迎来确定性改善且当前估值极低的整机环节。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000252152.HKD","symbol_name":"易方达 (香港) 中国股票股息基金A 类 (累积) 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(02208) rose 7.24% Institutions are optimistic about the triple resonance of sector performance, overseas orders and bidding demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00916":0.9,"01798":0.9,"00658":0.9,"01072":0.9,"00956":0.9,"02208":1.5,"002202":1.5},"content_text":"金吾财讯 | 港股风电股午后涨幅进一步扩大，截至发稿，金风科技(02208)涨7.24%，东方电气(01072)涨7.16%，新天绿色能源(00956)涨2.78%，大唐新能源(01798)涨2.46%，龙源电力(00916)涨2.39%，中国高速传动(00658)涨2.34%。消息面上，国金证券新近研究表示，风电板块长期需求逻辑依然通顺，看好下半年板块业绩、海外订单、招标需求三重维度共振。1)板块业绩：行业装机重回前低后高节奏，叠加原材料价格下降、风机高价订单交付占比提升，看好板块业绩Q3迎来拐点；2)海外订单：上半年欧洲海工订单低于预期的主要原因来自于业主的推进节奏问题，需求端逻辑依旧通顺，看好下半年订单放量；3)招标需求：1-5月表观较弱的招标需求更多的来自去年同期的高基数影响，从核准数据看1-5月国内各省项目核准规模仍然保持较好水平，看好下半年招标需求回暖。该机构称，结合细分市场需求景气度及盈利释放确定性，依次推荐：1)受益于欧洲海风建设高景气、出海业务升级的管桩环节以及具备潜在拿单机会的零部件、海缆环节；2)成本压力边际减弱，制造端盈利有望在下半年迎来确定性改善且当前估值极低的整机环节。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}